How does the advisor help clients – Key Takeaways:
BOULEVARD MONEY is a financial advisor firm that provides expert financial advice to its clients. They offer a wide range of financial services to help clients manage their assets and achieve their financial goals. With their team of experienced advisors and a strong track record, BOULEVARD MONEY is dedicated to helping individuals, families, and businesses make sound financial decisions.
Facts and Insights
BOULEVARD MONEY has been in business for 10 years and manages over $500 million in assets. They have a team of 15 advisors who are knowledgeable and experienced in various areas of finance, including investments, retirement planning, and tax planning.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10 years |
Financial Services Offered
BOULEVARD MONEY offers a variety of financial services to cater to the needs of their clients. They provide personalized investment management, retirement planning, tax planning, and estate planning services. Their advisors work closely with each client to understand their unique financial situation and develop a customized plan to help them reach their financial goals.
Client Types
BOULEVARD MONEY serves a diverse group of clients, including individuals, families, and businesses. They believe that every client deserves personalized attention and they strive to build long-term relationships based on trust and transparency. Their services are tailored to meet the specific needs of each client, whether they are just starting on their financial journey or have significant assets to manage.
Fees & Compensation
BOULEVARD MONEY follows a fee-only compensation structure, which means they do not earn commissions from the sale of financial products. This ensures that their advisors have no ulterior motives in providing financial advice and their recommendations are always in the best interest of their clients. The fees for their services are based on a percentage of the assets under management, making it a fair and transparent approach.
Background
The founding partners of BOULEVARD MONEY have over 20 years of combined experience in the financial industry. They started the firm with a mission to provide unbiased and personalized financial advice to their clients. Today, the firm has grown into a reputable name in the industry, known for its integrity, expertise, and dedication to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, BOULEVARD MONEY is regulated by the Securities and Exchange Commission (SEC). They are required to disclose any potential conflicts of interest and any disciplinary actions taken against them. Clients can access this information on the SEC’s website, as well as on BOULEVARD MONEY’s Form ADV, which is available upon request.